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UnitedHealth

3,104 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 335 funds opening new positions, 1,248 increasing their positions, 1,298 reducing their positions, and 295 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 1,248 | Existing positions reduced: 1,298

1% less funds holding

Funds holding: 3,1463,104 (-42)

4.19% less ownership

Funds ownership: 85.04%80.85% (-4.2%)

Holders
3,104
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
98
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.6B
Puts
$20.7B
Net Calls
Net Calls Change

Top Buyers

1 +$2.52B
2 +$1.19B
3 +$603M
4
SG Americas Securities
SG Americas Securities
New York
+$497M
5
Bessemer Group
Bessemer Group
New Jersey
+$380M

Top Sellers

1 -$2.66B
2 -$1.3B
3 -$1.07B
4
AL
Appaloosa LP
New Jersey
-$776M
5
ClearBridge Investments
ClearBridge Investments
New York
-$702M
Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
2726
Onyx Bridge Wealth Group
New York
$236K
SN
2727
Sittner & Nelson
Oregon
$236K
AFA
2728
American Financial Advisors
Georgia
$235K
BO
2729
Bank OZK
Arkansas
$235K
XPN
2730
XY Planning Network
Montana
$235K
LW
2731
Linscomb Wealth
Texas
$235K
TC
2732
Trilogy Capital
California
$235K
WDA
2733
Wendell David Associates
New Hampshire
$235K
MCM
2734
Morton Capital Management
California
$234K
SC
2735
Stephenson & Company
California
$234K
CG
2736
Corundum Group
Colorado
$234K
NC
2737
NewSquare Capital
Pennsylvania
$233K
GAM
2738
Gemmer Asset Management
California
$233K
JF
2739
JSF Financial
California
$233K
AFGAS
2740
Allegiance Financial Group Advisory Services
Virginia
$233K
MSF
2741
Mustard Seed Financial
Arkansas
$233K
GSWM
2742
Greenup Street Wealth Management
Michigan
$233K
TS
2743
TradeWell Securities
Indiana
$233K
WWM
2744
Wiser Wealth Management
Georgia
$232K
OCPWS
2745
One Charles Private Wealth Services
Massachusetts
$232K
KBFS
2746
Kohmann Bosshard Financial Services
Ohio
$232K
LWA
2747
Lifelong Wealth Advisors
Minnesota
$231K
HAM
2748
Harmony Asset Management
Arizona
$231K
NWA
2749
New World Advisors
Massachusetts
$230K
BH
2750
Burk Holdings
Oklahoma
$230K